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PORTFOLIO PERSPECTIVES | – 2 Min

Talking heads – There is nothing fluffy about (investing in) the cloud

In this article:

    While day-to-day ‘market noise’ may feature big in many investors’ minds, it is worth mining long-term structural trends as well for opportunities. Cloud computing is one such trend, offering many advantages to both public and private sector users of its services and to investors looking for a billion-dollar industry where growth is still in the early stages.

    Listen to this Talking heads podcast with senior equities portfolio manager Jonathan Barnett and chief market strategist Daniel Morris as they discuss the prospects for secular growth in an industry that enables users to save on costs, access real-time business data, tailor their customer experience and generally improve efficiency. As Jonathan points out, for a company to be best-in-class these days, it needs to have best-in-class IT systems and that includes cloud computing.  

    You can also listen and subscribe to Talking heads on YouTube.

    Talking heads brings you the in-depth insights on topics that really matter to investors, including analysis of the world and financial markets through the lens of sustainability and more great conversations with investment experts.

    Disclaimer

    Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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